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20130124
20130201
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, competition from bonds, not so great. i still can't get over that they preserve thafd dividend low tax rate these are bond equivalents, a lot of stocks, especially when they boost the dividends. keep the balls in the air. that's what can happen. >> yeah. a lot of discussion yesterday as to why the fomc continues nobody that kind of mode as opposed to something else, which people speculated a lot b meantime, speaking of broad economy and markets, a pair of multinationals falling in the premarket, ups posting a earns of $1.32 that missed. revenues slightly exceeded. also issues guidance below estimates and dow chemical says the company saw significant deterioration in market it is serves, especially china. earlier on "squawk," dow chemical outlined the challenges for the company. >> could dampen the economy again through our politics but i would tell you i key is good things out of china with their leadership stabilizing and emerging asia as a whole. 35% of dow's revenues are now in emerging geographies and where we are putting a lot of our investment and our money. >> how concerning, jim, tw
. they've got plenty of room to make a good margin and pay this tax to microsoft for the operating system. i'm not so concerned about apple as much as just the whole market getting commoditized. on the consumer side, i think that's a tough market for microsoft. if you don't need office, you really don't need to pay a premium for your products. they can afford to cut price on their hardware. microsoft's hair wear shipments are material on the market. they're there to show good design. it's important that their partners -- >> you could say they're out of touch. you mentioned office. i see now there's a suggestion that actually when the new office suite comes out, it will be licensed. you will pay a monthly subscription in order to have microsoft office. that doesn't seem to be where the bulk of the market is at the moment. that's not what consumers are doing, generally in their lives, is it? >> actually, simon, 20% of office's consumer, you know, 80% is enterprise, and 60% of enterprises are on subscription already. so there is a pretty significant migration to subscription that's well alon
take to take advantage of tax breaks. that will be popular and concern they have an exceptional threat to the republic of ireland if that blew up and the big day to this week is pmi's coming out of italy and spain. always forward-looking indicator where we might be going with the economy. could it be we have greater stability than we thought. that would be great. >> and we have numbers of our own. let's get a check on energy and commodities. good morning, sharon. >> good morning. we're looking at gasoline futures the leader, highs of the session up about 6 cents or so on the heels of hess announcing it is closing its refinery in new jersey. it prods 10,000 or i should say 50,000 barrels a day of gasol e gasoline, a small refinery compared to others but also key for the snoerk harbor area and why we're seeing an impact on the nymex crack. drivers are likely to see an increase and we could see 5-10% price jump in the new york area and along the east coast. we're watching what's happening with natural gas. it's fallen off a cliff due to we're looking at warmer temperatures and a two week
to use their warehouses. remember when people say, once there's a sales tax, they're history. it didn't matter. >> california, i guess we were wrong, yeah. ease of use. >> it said the 3-d players weren't that strong, tvs weren't that strong. maybe they're buying them at best buy. >> big pause. >> maybe. listen, best buy has been an interesting move up here. by the way, period is going to begin very soon. richard schulze has his opportunity to do due diligence. now, i think the dell -- potential dell ibo got people excited about maybe they could get the equity. i hear it's going to be a very, very, very -- is that three verys? they'll come up with the money they need, even with him rolling in his stake. this may be the fourth quarter numbers, people perceive as being better than anticipated. >> if they're giving money away to netflix, can't they give money away to michael dell? isn't there just this weird supply of money out there? >> there's a lot of money, but it's still seeking a return. >> sometimes. >> yeah, sometimes. >> let's check in with bob who's here on the floor with more o
's no longer, it's as bad as it used to be. they didn't mind paying the taxes. they are buying back stock. what a good call. >> all true. it's an interesting point you make, one that we perhaps don't focus enough on, in creating enthusiasm amongst your own employee base in order to attract talent, in order to keep talent. she seems to be having success at doing that. >> she has charisma. >> it is about free cafeteria food and issuing iphones to employees. >> it's important when it's a turn-around story and there has to be one or two more quarters for the results to be seen. that's a great point you made, because these are needed expectations, the fact that they beat, and they show the business lines weren't doing much worse. but revenues were better than consensus. it was a stability quarter. they bought back a lot of stock, because it's extremely investment friendly. >> a number of directors on the board will be focused on that. dan loeb is still in there. probably will be for some time. and has done very well with it. that helps also. he was key in terms of at least the appointment of mayer t
Search Results 0 to 4 of about 5